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Showing 10591 - 10600 of 18276 results for "Plan"

ALI penalised after compliance failures

BEN COLLINS  |  WEDNESDAY, 20 JUN 2012
The Australian Securities & Investments Commission has imposed additional compliance conditions on Sydney-based insurance group, Australian Life Insurance Distribution Pty Ltd for failing to comply with a number of its obligations as an Australian financial ...

More SMSF trustees go it alone

MELANIE TIMBRELL  |  TUESDAY, 19 JUN 2012
A desire for control and growing pressure on fees are the main reasons SMSF investors are relying less on advice, according to the latest Vanguard and Investment Trends Self-managed Super Fund Report. The use of advisers by the SMSF sector declined ...

Cost pressures spark Vanguard fee cuts

MELANIE TIMBRELL  |  TUESDAY, 19 JUN 2012
Vanguard has reduced management fees on seven wholesale investment products, in a response to the high level of marketplace price sensitivity. Robyn Laidlaw, Vanguard's head of product management said their scale made the price cut possible. "As a subsidiary ...

Russell launches mini iQ platform

LINDA HAUSKEN  |  TUESDAY, 19 JUN 2012
Russell Investments has launched a new online investment account, providing advisers and SMSFs cost-effective access to a range of actively managed, multi-asset solutions. Russell's new online investment account, Russell iQ Investments, has been developed ...

A team joins Plan B

LINDA HAUSKEN  |  TUESDAY, 19 JUN 2012
Perth-based dealer group Plan B Wealth Management has appointed two new advisers, in line with its strategy of growth through the attraction of high quality, experienced professionals. Plan B believes that the right way of focusing on clients' best ...

UK advisers should shift to planning

ALEX DUNNIN  |  TUESDAY, 19 JUN 2012
UK wealth sector intermediaries should stop providing advice and instead shift their focus to financial planning, says a new report from a conservative libertarian think tank. The report, 'Put the saver first, Catalysing a savings culture' by the Centre ...

BetaShares ETFs recommended by Zenith

LINDA HAUSKEN  |  MONDAY, 18 JUN 2012
BetaShares Australian High Interest Cash and Gold Bullion ETFs have been rated 'recommended' by Zenith. According to Zenith, the BetaShares team is well credentialed and noticeably larger in terms of its domestic base than the majority of ETF providers ...

Market Wrap

AAP  |  MONDAY, 18 JUN 2012
The Australian market looks set to open higher following Wall Street's positive lead and after indications Greek will get a pro-austerity, pro-euro government. At 0745 AEST on Monday, the June share price index futures contract was up 25 points at 4,078. ...

Volatility hits managed funds despite March boost

MELANIE TIMBRELL  |  THURSDAY, 14 JUN 2012
... corresponding 2011 figure. The 4.6% growth in funds during the quarter however will since have been undone, according to Plan For Life Actuaries, as global stock markets have continued their volatile course. Of the larger companies, BT was the only one ...

Sequencing risk impacts super savings

LINDA HAUSKEN  |  THURSDAY, 14 JUN 2012
The post-global financial crisis combined with longevity issues has brought strategies to manage sequencing risk to the forefront in Australia, according to Chad Padowitz, chief investment officer at Wingate Asset Management. Although many retirees ...